Investment Management

If you want to achieve your financial goals, you need to regularly assess and adjust your investments. Our advisers take the hassle out of investment management and have the knowledge and experience to help you get the most out of your money.

We’ll get to know you, what you want for the future, and how much investment risk you’re comfortable with. You’ll get a detailed financial plan, and then we’ll manage your investments to make that plan a reality.

Whether you’re putting money aside for your retirement, paying for your children’s education, or simply growing your wealth, we can help.

What is discretionary portfolio management?

Our advisers offer discretionary investment management, which means we make the decision to buy and sell investments within your portfolio on your behalf. Every decision is guided by a detailed financial plan that we agree with you before we start.

We’ll create a risk profile for you based on your goals, when you want to achieve them, and your attitude to risk. This will determine what type of assets we invest in and how we manage those assets for you.

Our strategy will aim to give you a regular income, grow your wealth for the future, or a mix of the two. We’ll do this by fine-tuning your investments as time goes on and as economic conditions change.

You’ll get monthly updates on how your investments are doing, the decisions we’ve made, and why we’ve made them. And your adviser is always available if you want to know more, or if your goals have changed.

Why choose Acewynn Limited?

Our financial advisers have over 150 years’ experience and have worked in some of the world’s top financial institutions. We take time to understand our clients as people, and you’ll get advice that’s tailor-made for you.

You won’t be pressured into off-the-shelf investments that aren’t quite right. Instead you’ll get a unique financial plan and a team that’s dedicated to putting that plan into action.

We understand that sometimes your financial plans change and there may be a time in the future when we’re not quite right for you. That’s why we charge no exit fee* and will even recommend another adviser for you to use after us.

We cover the cost for your first meeting and there’s no obligation to go any further. And with 15 offices nationwide, we can help wherever you’re based.

All financial and wealth management services are provided by Acewynn Limited which is regulated by the Financial Conduct Authority (FCA).

Fair, transparent pricing
Integrated financial and investment advice
No exit fee*
Over 150 years’ financial planning and investment management experience

WHO WE ARE

We are a multi-service firm providing legal services to individuals, businesses and government organisations. We work alongside our clients, whether it’s helping them out of a tight corner or assisting them to fulfil their aspirations.

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WHAT WE DO

There’s no substitute for experience. All of our cases are managed by staff who share decades of experience. So we fully understand the needs and priorities of our clients – and go that extra mile to deliver the service they expect.

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WHERE WE WORK

It is our business to deliver legal services that work for our clients, and you can trust our specialists to take care of things on your behalf. Over the years many of our teams have been recognised by industry awards for their excellence.

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HUMAN APPROACH

People want to work with people, which is why we ensure our lawyers are exactly that. Our culture is founded on relationships, built over time by taking the time to get to know you. We’re proud to be the firm of choice for so many, who find peace of mind that they can call on a trusted, relatable advisor when they need them.

YOUR LANGUAGE

Legal jargon has its place, but what takes priority in our firm is understandable advice. Our tactical guidance is as good as it gets, and a cut above when delivered to clients in a manner they understand. Our professionals come from a variety of backgrounds and life experiences meaning they’re relatable and speak your language.

REAL LAWYERS

When you’re on the brink of a difficult legal dispute what you don’t need are cold boardrooms and stuffy corporates. Our team are approachable, relatable and focused on what matters to you. We ensure you feel at home and supported by a trusted team throughout your experience – it’s our people skills that set us apart.

Contact us today, And let us know how we can help !

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